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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

749 hedge funds and large institutions have $23.7B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 188 increasing their positions, 317 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+41
Holders Change %
+5.79%
% of All Funds
16.72%
Holding in Top 10
88
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.33%
% of All Funds
1.96%
New
134
Increased
188
Reduced
317
Closed
84
Calls
$885M
Puts
$1.66B
Net Calls
-$779M
Net Calls Change
+$468M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$917M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$445M
3
Ameriprise
Ameriprise
Minnesota
+$270M
4
CC
CQS Cayman
Cayman Islands
+$138M
5
SG Americas Securities
SG Americas Securities
New York
+$124M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$828M
2
Goldman Sachs
Goldman Sachs
New York
-$722M
3
DILIC
Dai-ichi Life Insurance Company
Japan
-$434M
4
Bank of America
Bank of America
North Carolina
-$391M
5
CWM
Cornerstone Wealth Management
Missouri
-$359M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
576
Kovack Advisors
Florida
$237K +$2.03K +18 +0.9%
GC
577
Garde Capital
Washington
$236K -$610K -5,406 -72%
TWM
578
Torch Wealth Management
Ohio
$235K -$132K -1,174 -36%
JIC
579
Joel Isaacson & Co
New York
$234K – – –
OFW
580
Omnia Family Wealth
Florida
$232K – – –
DCM
581
Dimension Capital Management
Florida
$228K +$228K +2,017 New
PSUF
582
People's United Financial
Connecticut
$228K +$228K +2,023 New
GTAM
583
Global Trust Asset Management
Florida
$226K – – –
SBSB
584
Sullivan, Bruyette, Speros & Blaney
Virginia
$225K +$225K +1,992 New
VAG
585
VisionPoint Advisory Group
Texas
$224K +$224K +1,988 New
IIA
586
IPG Investment Advisors
California
$222K +$4.51K +40 +2%
CCM
587
Covington Capital Management
California
$220K -$102K -900 -32%
LW
588
Linscomb Wealth
Texas
$217K +$217K +1,928 New
Truist Financial
589
Truist Financial
North Carolina
$216K -$88.3K -783 -29%
FHC
590
First Heartland Consultants
Missouri
$216K -$30.8K -273 -12%
CB
591
Community Bank
New York
$213K – – –
JIC
592
Johnson Investment Counsel
Ohio
$212K -$205K -1,821 -49%
IAA
593
Independent Advisor Alliance
North Carolina
$211K +$211K +1,815 New
LPWM
594
Lake Point Wealth Management
Texas
$209K +$209K +1,852 New
Lido Advisors
595
Lido Advisors
California
$209K +$209K +1,860 New
BO
596
Bank OZK
Arkansas
$207K -$29.4K -260 -12%
TNB
597
Thomasville National Bank
Georgia
$205K -$14.1K -125 -6%
S
598
Surevest
California
$205K +$205K +1,820 New
EAM
599
Evanson Asset Management
California
$203K +$203K +1,796 New
DWA
600
Divergent Wealth Advisors
Utah
$202K -$834K -7,392 -81%
22 23
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